Org chart
Tom Orecchio
CEO, Principal & Wealth Manager
Tom Orecchio
Collapse
Laurie A. Vitali
Chief People Officer
Timothy Clark
Principal & Wealth Manager
Charles P. Boinske
Principal, Wealth Manager, & Chief Visionary Officer
Peter Somich
Principal & Director of Finance
George T. Padula
Chief Investment Officer, Principal & Wealth Manager
Theresa Apruzzese Days
Principal & Chief Compliance Officer
Karen R. Keatley
Principal & Chief Wealth Management Officer
Noemi Perez
Director of Human Resources
Jeanne Owens
Principal & Director of Operations
Adam Leone
Principal & Wealth Manager
Kelly A. Henning
Principal & Wealth Manager
Jennifer Faherty
Principal & Chief Client Experience Officer
Kevin P. Sweeney
Chief Legal Officer, Principal & Wealth Manager
John J. Ceparano
Principal & Wealth Manager
